See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $6,176 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,326 | $58,879-68.9% | $178,490-89.7% | $73,488-75.1% |
| Participation rate | 37.4% | 66.2%-28.9pp | 81.9%-44.6pp | 70.7%-33.3pp |
| Annual return | 19.71% | 24.86%-5.1pp | 151.07%-131.4pp | 28.51%-8.8pp |
| Employer contribution / active EE | $656 | $2,236-70.7% | $5,011-86.9% | $2,270-71.1% |
| Participant deferral / active EE | $1,440 | $2,567-43.9% | $5,202-72.3% | $3,740-61.5% |
| Admin fee / account holder | $104 | $400-74.1% | $13,984-99.3% | $513-79.8% |